Topics & People

A period characterized by massive economic growth generated by software and tech companies with minimal physical capital investment.

Investor from Bornite Capital who pitches Talen Energy.

The segments of the market where the majority of profit is generated, migrating to AI applications.

A database software company needed for storing enterprise data.

Foundational software like databases and data storage that will see massive growth due to AI data demands.

Software designed to collect and analyze data, which is becoming obsolete due to LLMs.

A German company focused on AI-powered logistics robotics.

A networking software company specializing in reinventing networks for AI inference and data centers.

An AI agentic software company in Europe competing in the same space as Sierra.

An AI company founded by Brett Taylor focusing on agent-native customer service solutions.

Former Facebook CTO and founder of Sierra who argued for HTML5 early in Facebook's history.

Native applications developed for mobile operating systems like iOS and Android.